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MLC online tool highlights advice benefits
Friday, 4 May 2012 12:30pm

MLC has launched a new online tool to emphasise the benefits of financial advice in the lead-up to the end of financial year.

The tool focuses on suggesting situation-appropriate super and tax strategies following data collection from users.

"We then email you a detailed pack explaining the strategies or alternatively a guide that will take you through all 13 Smart Strategies," said Richard Nunn, MLC Advice & Marketing executive general manager.

"Subsequently, people can contact a financial planner or arrange to speak to someone from MLC to explore the strategies further and how best to execute them in order to get a successful outcome."

The tailored strategies for EOFY 2012 include making tax-deductible super contributions and strategies to maximise benefit from an employment termination payment.

MLC has additionally launched a dedicated website for financial advisers to assist in client support at financial year-end, including letter templates and additional guidelines on the 13 selected strategies.

"We want to make it as easy as possible for advisers to show their clients the benefits of receiving quality financial advice, especially at crucial periods such as end of
financial year where a little planning can make a big difference to their financial position," Nunn said.

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